Civic Intelligence

Doxology Inc.

990 • Fiscal year 2016 • EIN 20-5095486

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 27, 2017

3415 Tall Oaks DriveBrookfield, WI 53045

(262) 253-1888

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$145,245

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.7%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$491,521

Down $1,085 (-0.2%) from 2015

Net Assets

Up

$434,475

Up $3,950 (+0.9%) from 2015

Liabilities

Down

$57,046

Down $5,035 (-8.1%) from 2015

Revenue

Down

$489,037

Down $46,386 (-8.7%) from 2015

Expenses

Up

$485,087

Up $46,152 (+11%) from 2015

Net Income

Down

$3,950

Down $92,538 (-96%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $482,677Liabilities 2011: $0Net Assets 2011: $482,6772011Assets 2012: $413,558Liabilities 2012: $0Net Assets 2012: $413,5582012Assets 2013: $366,832Liabilities 2013: $0Net Assets 2013: $366,8322013Assets 2014: $374,778Liabilities 2014: $40,741Net Assets 2014: $334,0372014Assets 2015: $492,606Liabilities 2015: $62,081Net Assets 2015: $430,5252015Assets 2016: $491,521Liabilities 2016: $57,046Net Assets 2016: $434,4752016Assets 2017: $493,152Liabilities 2017: $58,557Net Assets 2017: $434,5952017Assets 2018: $605,386Liabilities 2018: $74,266Net Assets 2018: $531,1202018Assets 2019: $638,075Liabilities 2019: $82,462Net Assets 2019: $555,6132019Assets 2020: $842,788Liabilities 2020: $126,181Net Assets 2020: $716,6072020Assets 2021: $931,545Liabilities 2021: $85,877Net Assets 2021: $845,6682021Assets 2022: $1,276,005Liabilities 2022: $78,979Net Assets 2022: $1,197,0262022Assets 2023: $1,260,360Liabilities 2023: $82,581Net Assets 2023: $1,177,7792023Assets 2024: $1,062,773Liabilities 2024: $93,183Net Assets 2024: $969,5902024

Highlighted filing

2016

Assets$491,521
Liabilities$57,046
Net Assets$434,475

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $461,152Expenses 2011: $213,940Net Income 2011: $247,2122011Expenses 2012: $348,6562012Revenue 2013: $366,822Expenses 2013: $413,548Net Income 2013: -$46,7262013Revenue 2014: $381,661Expenses 2014: $401,923Net Income 2014: -$20,2622014Revenue 2015: $535,423Expenses 2015: $438,935Net Income 2015: $96,4882015Revenue 2016: $489,037Expenses 2016: $485,087Net Income 2016: $3,9502016Revenue 2017: $487,131Expenses 2017: $487,011Net Income 2017: $1202017Revenue 2018: $524,889Expenses 2018: $428,364Net Income 2018: $96,5252018Revenue 2019: $450,669Expenses 2019: $426,176Net Income 2019: $24,4932019Revenue 2020: $556,292Expenses 2020: $395,297Net Income 2020: $160,9952020Revenue 2021: $778,522Expenses 2021: $649,461Net Income 2021: $129,0612021Revenue 2022: $1,070,007Expenses 2022: $718,651Net Income 2022: $351,3562022Revenue 2023: $588,085Expenses 2023: $607,332Net Income 2023: -$19,2472023Revenue 2024: $367,738Expenses 2024: $575,927Net Income 2024: -$208,1892024

Highlighted filing

2016

Revenue$489,037
Expenses$485,087
Net Income$3,950
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$489,037
Mission and Program Overview

Mission

To provide training, mentoring and consultation services for lutheran pastors who would like to enhance their ability to provide the spiritual care and counsel required to address the ever-increasing personal, family, and social complexities with which people currently struggle.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$463,943$354,134▼ $109,809
Accounts Receivable$3,202$118,690▲ $115,488
Prepaid Expenses and Deferred Charges$17,633$13,338▼ $4,295
Land, Buildings, and Equipment, Net$7,828$5,359▼ $2,469
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$492,606$491,521▼ $1,085
Other Assets Total-$0-
Liabilities
Deferred Revenue$54,417$51,719▼ $2,698
Accounts Payable and Accrued Expenses$7,664$5,327▼ $2,337
Total Liabilities$62,081$57,046▼ $5,035
Net Assets / Fund Balance
Unrestricted Net Assets$230,525$218,475▼ $12,050
Temporarily Rstr Net Assets$200,000$216,000▲ $16,000
Total Net Assets Fund Balance$430,525$434,475▲ $3,950
Total Liabilities and Net Assets / Fund Balance$492,606$491,521▼ $1,085

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,359$12,568$17,927
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Beverly K YahnkeDirectorFT$145,245$145,245
Rev Harold L SenkbeilDirectorFT$85,704$85,704

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$383,994
Program Service Revenue
$104,191
Investment Income
$852
Other Revenue
$0
All Other Contributions
$383,994
Change in Net Assets
$3,950

Audited Revenue Reconciliation

Revenue per Audited Statements
$489,037
Revenue Not Reported on Form 990
$-50
Total Revenue per Audited Statements
$488,987
Total Revenue per Form 990
$489,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$286,707
Other Expenses$198,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$209,979$20,970-$230,949
Travel$129,012--$129,012
Other Salaries and Wages$18,101$7,757-$25,858
Other Employee Benefits$15,866$2,417-$18,283
Fees for Services Accounting$10,356$1,604-$11,960
Payroll Taxes$10,081$1,536-$11,617
All Other Expenses$6,249--$6,249
Depreciation Depletion$4,552$693-$5,245
Advertising$4,930--$4,930
Other Expenses$4,249$708-$4,249
Insurance$2,964--$2,964
Total Functional Expenses$449,402$35,685$0$485,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$485,087
Expenses per Audited Statements$485,037
Total Expenses per Audited Statements$485,037
Expenses Not Reported on Financial Statements$50
Other Expense Adjustments$50
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Part vi - line 11a - the organization provides a copy of form 990 to the board of directors prior to filing the form.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Part vi - line 12c - the organiization has a written conflict of interest policy which requires employees and directors to disclose annually interests that could give rise to conflicts.

Filing and Contact Details

Filer

Filer Name
DOXOLOGY Inc
EIN
20-5095486
Phone
2622531888
Address
3415 Tall Oaks Drive, Brookfield, WI 53045

Signing Officer

Name
Beverly Yahnke
Title
Director
Signed
2017-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Beverly K Yahnke
Formed
2006
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
5
Employees
3
Volunteers
75

Preparer

Firm
Winter Kloman Moter & Repp Sc
Address
235 N EXECUTIVE DR STE 160, BROOKFIELD, WI 53005-6064
Preparer
Paul M Senger CPA
Phone
2627979050
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Miscellaneous expense $50

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IRS990/PYContributionsGrantsAmt0406281
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0820
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0206329
IRS990/PYProgramServiceRevenueAmt0128322
IRS990/PYRevenuesLessExpensesAmt096488
IRS990/PYSalariesCompEmpBnftPaidAmt0232606
IRS990/PYTotalExpensesAmt0438935
IRS990/PYTotalRevenueAmt0535423
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03950
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0104191
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0383994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0406281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0292188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0220416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0241000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01543879
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0852
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01198
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04405
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81170
IRS990ScheduleA/PublicSupportPY170Pct00.88510
IRS990ScheduleA/PublicSupportTotal170Amt01256777
IRS990ScheduleA/SubstantialContributorsTotAmt0287102
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0383994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0406281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0292188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0220416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0241000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01543879
IRS990ScheduleA/TotalSupportAmt01548284
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt050
IRS990ScheduleD/ExpensesSubtotalAmt0485037
IRS990ScheduleD/OtherExpensesNotIncludedAmt050
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05359
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012568
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017927
IRS990ScheduleD/OtherRevenueAmt0-50
IRS990ScheduleD/RevenueNotReportedAmt0-50
IRS990ScheduleD/RevenueSubtotalAmt0489037
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Miscellaneous expense $50
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05359
IRS990ScheduleD/TotalExpensesPerForm990Amt0485087
IRS990ScheduleD/TotalRevenuePerForm990Amt0489037
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0488987
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0485037
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI - LINE 11A - THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART VI - LINE 12C - THE ORGANIIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH REQUIRES EMPLOYEES AND DIRECTORS TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0200000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0216000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0492606
IRS990/TotalAssetsEOYAmt0491521
IRS990/TotalAssetsGrp/BOYAmt0492606
IRS990/TotalAssetsGrp/EOYAmt0491521
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0383994
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035685
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0449402
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt062081
IRS990/TotalLiabilitiesEOYAmt057046
IRS990/TotalLiabilitiesGrp/BOYAmt062081
IRS990/TotalLiabilitiesGrp/EOYAmt057046
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430525
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0434475
IRS990/TotalProgramServiceExpensesAmt0449402
IRS990/TotalProgramServiceRevenueAmt0104191
IRS990/TotalReportableCompFromOrgAmt0230949
IRS990/TotalRevenueGrp/ExclusionAmt0852
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0104191
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489037
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0492606
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0491521
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0129012
IRS990/TravelGrp/TotalAmt0129012
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0230525
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0218475
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03415 Tall Oaks Drive
IRS990/USAddress/CityNm0Brookfield

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.09$0.97$0.37$0.58$0.21
2023Summary only. Only limited summary data is available for this year.$1.26$0.08$1.18$0.59$0.61$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.08$1.20$1.07$0.72$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.09$0.85$0.78$0.65$0.13
2020Summary only. Only limited summary data is available for this year.$0.84$0.13$0.72$0.56$0.40$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.08$0.56$0.45$0.43$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.07$0.53$0.52$0.43$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.06$0.43$0.49$0.49$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.06$0.43$0.49$0.49$0.00
2015Summary only. Only limited summary data is available for this year.$0.49$0.06$0.43$0.54$0.44$0.10
2014Summary only. Only limited summary data is available for this year.$0.37$0.04$0.33$0.38$0.40$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.37$0.41$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.35
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.46$0.21$0.25